Internet2k4

A Close Look at the Claymore/Zacks Yield Hog ETF

I haven't got the skinny on total holdings, but from the top 10 it looks like there might be a lot of Canadian income trusts, which have high yields (better in Canada with MLP-like tax treatment) but more importantly for US investors have the benefit of the significant C$ currency appreciation over the last few years. It's a reasonable guess that a 90 cent "Loony" is as high as it will get and the C$ will generally trend with oil and gold, contra the U$. So how much of CVY's back-testing reflects currency?

PowerShares Adopts Monthly Dividends for High Yield ETF (PEY)

At the same valuation a reliable dividend paying company has a different kind of attraction for investors: say it's not sexy, but is a good cook. Luckily, the stock market is a polygamous society.

PowerShares Adopts Monthly Dividends for High Yield ETF (PEY)

It's funny how this sort of thing affects an investor's expectations. Annual payout - I don't really expect it to repeat. Quarterly - well, maybe. Monthly - like clockwork, or else. Good luck, Powershares.

Morningstar's New High-Dividend ETF: Mr. Kettle, Meet Mr. Pot (ETFs: FDL, DVY, PEY, SDY)

Without counting holdings, wouldn't you throw DIA yielding 2.22% in there, with the lowest MER and largest trading volume, 10 times that of DVY the next largest, with some of these being extremely thinly traded? Current 1 year performance difference between DIA and the others is negligible, with the best market gainer XLG outperforming by 2% but only yielding 0.51% and the worst market gainer PEY underperforming by about 2% and yielding .5% better. (I net the MERs out of my yield calculations.) Longer term they all seem to move in lock step. Setting aside the new product discussed here, to me the present choice is between DIA and DVY, which photofinish on market performance, .5% yield advantage to DVY. .2% MER and overwhelming market liquidity advantage to DIA ("No Waiting!")